SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $1,417,000 | +6.3% | 45,236 | -1.3% | 0.85% | +6.4% |
Q4 2016 | $1,333,000 | -0.7% | 45,814 | +5.5% | 0.80% | -4.3% |
Q3 2016 | $1,342,000 | +0.1% | 43,443 | -6.6% | 0.84% | -32.6% |
Q2 2016 | $1,340,000 | -22.4% | 46,536 | -22.0% | 1.24% | -24.3% |
Q1 2016 | $1,726,000 | -12.4% | 59,628 | -12.8% | 1.64% | -13.4% |
Q4 2015 | $1,971,000 | – | 68,370 | – | 1.89% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 278,202 | $10,198,000 | 7.90% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 190,671 | $6,984,000 | 6.05% |
Tradewinds Capital Management, LLC | 332,248 | $12,170,000 | 5.94% |
Northwest Capital Management Inc | 131,981 | $4,834,000 | 5.30% |
Relaxing Retirement Coach | 403,916 | $14,797,000 | 4.81% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,668,358 | $63,514,000 | 4.50% |
Brouwer & Janachowski, LLC | 588,657 | $21,563,000 | 4.05% |
Peak Financial Management, Inc. | 536,174 | $19,640,000 | 3.72% |
MATHER GROUP, LLC. | 898,815 | $32,924,000 | 3.66% |
Courage Miller Partners, LLC | 128,863 | $4,720,000 | 2.86% |